DuPont Decomposition

Why does HILINFRA earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

17.4% = 4.0% × 2.14 × 2.05

Latest: FY2025

Profitability

Net Margin

4.0%

2.4% →4.0%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

2.14x

2.29x →2.14x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.05x

2.48x →2.05x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 4.1 pp over 4 years. Driven by net margin improving (2.4% → 4.0%), asset turnover declining (2.29x → 2.14x), leverage falling (2.48x → 2.05x).

Historical Decomposition

Last 4 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20220Cr0Cr2.4%2.292.4813.3%
FY20230Cr0Cr2.6%2.912.1115.8%
FY20240Cr0Cr3.3%2.832.1720.4%
FY20250Cr0Cr4.0%2.142.0517.4%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.

HILINFRA DuPont Analysis — ROE 17.4% | YieldIQ